About Global Settings

Your organization's Admin user configures each section at the organization level, such as the organization's corporate image, name and logo, industry type, location, time zone, cost and billing rates, currencies, and the organization's calendar.

Additional fields—known as global fields — can be added to the organization's system using Clarizen customization features. Global fields can then be used and referenced across the application even further using more customization capabilities.

Accessing Global Settings

The Settings module is accessed either via the Navigation Panel or the User Data menu located on the masthead , as detailed in the Settings overview.

The Settings module opens with the Global Settings tab selected by default.

General Information

Admin users define the following Global Settings in the General Information pane:

Landing Page

The drop-down list opens displays all potential modules/pages that can be selected as the default landing page for the organizational users.

Scroll to and select the page.

Click

The data is sent to the server. The information is added to the organization's Properties Card.

Default Workflow User

If you are using the Customization engine, specifically Business Rules, you must define the Default Workflow User field. This sets the Last Updated By or the Created by user for when items are updated or created using workflow rules that do not point to a specific user.

Click the Default Workflow User field to activate it.

Click to open the Select User dialog.

Use the Multi-find window to select the user.

Click

The data is sent to the server. The information is added to the organization's Properties Card.

Federated Authentication

Federated Authentication allows users to connect to Clarizen via their organizations identity provider credentials rather than using their Clarizen user name and password. Set the Federated Authentication credentials, and sign-in options.

Note: For more on Single sign-on solutions and integration with Federated Authentication​, see Integration With Identity Providers and Configure Microsoft ADFS 2.0 to work with Clarizen SSO

Click the 'edit...' link.

The Federated Authentication dialog opens.

Click to enable (or to disable).

Click to browse and upload a Certificate.

Enter a URL into the Sign-in URL field.

Enter a URL into the Sign-out URL field (Optional).

Define the identifier in the Relaying Party Identifier field (Optional).

Define the password authentication in the Enable Password authentication menu.

If disabled, organizational users will be unable to access any applications that utilize Clarizen's API

This setting must be enabled for mobile users to be able to log in when using Federated Authentication

Check or uncheck the Unauthenticated User URL redirect setting.

If checked, unauthenticated users will be redirected to IdP provider login when clicking URLs containing the Organization ID

Check or uncheck the Advanced verification setting.

If enabled, Additional Saml 2.0 attributes will be checked.

Check or uncheck the Advanced request setting.

If checked, enables additional request features.

Click

The data is sent to the server.

Currency Type

Note: Enabled for Financial users only.

If multi currency is enabled, once defined, the default currency type cannot be changed.

Set the default organizational currency.

Click the Currency Type field.

The drop-down list opens.

Scroll to and select the currency.

Click

The data is sent to the server. The information is added to the organization's Properties Card

Currencies

Note:

Enabled for Financial users only if the organization is set to use multi currency (see module activation, under system settings).

Click the 'edit..' link.

The Currency Exchange Rates page opens.

Define the Foreign Currency and Time Frame options using the drop-down menus ​

To add a new currency and exchange rate, Click , the Add new currency dialog opens.

​Select the Currency type from the list

Define the Exchange rate between the added currency and the default organizational currency

Note:

The exchange rate typed is only valid from the day it was entered

Click

Click in order to add the next exchange rate period for the each of the currencies managed in the organization.

Click in order to add one or more exchange rate periods for all of the currencies managed in the organization. Selecting the same From and Till dates will create one period.

Click in order to mark an exchange rate as verified. ​

Sort and filter the Verification column as necessary.

Click

The data is sent to the server.

Error Notifications

Click the Error Notifications field to activate it.

​

Click to open the Add Error Notification dialog.

Use the Multi-find window to select the desired users / user groups designated to receive notifications.Note: If left empty, all admins will receive error notifications. It is recommended not to leave this field empty.

Click

The data is sent to the server.

Capacity Planning Heatmap

The colors in the Capacity Planning module represent the demand as a percentage of the capacity. The default threshold settings show red as exceeding 100% capacity, and blue means demand is less than 51% of the capacity. You can change these percentages, for example, define an overload as being above 110% rather than 100%. Click here to learn more.

Costs and Billing Rates

The Cost and Billing Rates pane enables an Admin or Financial user (depending on the setting) to define user default cost and billing rates within the system.

The cost and billing rates are used to automatically calculate the Cost and/or Revenue for a project work plan .

Cost and billing rate options include:

Cost Regular Hourly Rate

Cost Overtime Hourly Rate

Billing Regular Hourly Rate

Billing Overtime Hourly Rate

Note: ​Both cost and billing rates can also be set to a group or individual user (where the user level setting overrides the Group level and organization level settings).

​To define costs and billing rates:

Click the relevant field.

The Rate dialog box opens. ​

Enter the rate value.

Scroll to and select the required currency from the list of available currencies as defined in the Organization Settings.

Click ​

The data is sent to the server. The costs and billing rates are defined.

Comments

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